证券记录 · 已归档季度
RHS
名称等待档案录入
32被追踪持有人
-1Δ持有人
1.77M持有股份
$52.15M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 -7.4% ·
净新建仓位 -3.1%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 1.91M | $57.44M | +5 | −3 |
| Q1 2026 | 32 | -1 | 1.77M | $52.15M | +3 | −4 |
| Q4 2025 | 33 | -2 | 1.91M | $55.42M | — | −2 |
| Q3 2025 | 6 | +2 | 457.97K | $13.38M | +2 | — |
| Q2 2025 | 1 | -1 | 5.84K | $175,058 | — | −1 |
| Q1 2025 | 1 | 0 | 41.92K | $1.29M | — | — |
| Q4 2024 | 1 | -1 | 19.51K | $587,371 | — | −1 |
| Q3 2024 | 2 | +1 | 41.63K | $1.35M | +1 | — |
| Q2 2024 | 1 | — | 12.07K | $369,371 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 298.30K | +15.6% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 298.30K | +15.6% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 298.30K | +15.6% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 258.30K | +27.0% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 258.30K | +27.0% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 258.30K | +27.0% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 200.97K | +14.3% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 163.47K | -12.6% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 110.50K | -42.0% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 96.35K | -0.9% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 95.07K | +20.3% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 90.12K | -49.2% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 90.12K | -49.2% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 90.12K | -49.2% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 88.65K | -1.4% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 53.09K | -3.5% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 29.95K | -31.1% | $883,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 29.95K | -31.1% | $883,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 27.73K | 新增 | $818,035 | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 27.53K | -2.6% | $812,259 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 26.97K | +117.1% | $795,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 26.97K | +117.1% | $795,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 24.00K | -3.3% | $708,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 21.11K | 0.0% | $622,863 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 20.90K | 新增 | $616,491 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 20.78K | +45.1% | $614,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 20.78K | +45.1% | $614,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 20.78K | +45.1% | $614,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 20.78K | +45.1% | $614,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 20.11K | -65.6% | $593,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 19.03K | +17.6% | $561,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Lido Advisors, LLC | 14.78K | +7.9% | $435,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 10.90K | +4.0% | $321,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 10.90K | +4.0% | $321,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 9.88K | +8.5% | $291,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 9.70K | +17.6% | $286,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 9.63K | 新增 | $284,233 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 8.41K | 0.0% | $248,095 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 4.77K | 0.0% | $140,792 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Cwm, Llc | 3.43K | -2.6% | $101,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 2.45K | +0.4% | $72,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 485 | +76.4% | $14,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 252 | -7.3% | $7,434 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Blair William & Co/Il | 175 | 0.0% | $5,163 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $818,035 | 0.0% |
| Goldman Sachs Group | $616,491 | 0.0% |
| D. E. Shaw & Co. | $284,233 | 0.0% |
已清仓
| Two Sigma Investments | $2.76M | 曾为 0.0% |
| Jane Street Group, Llc | $358,923 | 曾为 0.0% |
| Creative Planning | $228,311 | 曾为 0.0% |
| Rockefeller Capital… | $9,247 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 115 持有人, 3.66M 股份, $96.87M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据